Important changes to UW-Green Bay purchase card processing

UW-Green Bay Purchasing will be transitioning from the current manual system of P-Card documentation to an online, digital reconciliation and reallocation module in the Shared Financial System (SFS). This transition will change how cardholders and approvers reconcile (including adding attachments and business purpose online), reallocate funding, and approve transactions. The Go-Live date for the SFS P-Card Module is Monday, March 20, 2023 to coincide with the beginning of a new P-Card cycle.

All cardholders and P-Card approvers are invited to join one of our pre-launch training and demo sessions via Microsoft Teams. It is highly recommended all cardholders and approvers attend one of the available sessions prior to launch date, however there will be additional training options after the launch. The Teams link for each session is as follows:

• SESSION 1: Tuesday, March 7th from 2:00-3:00pm Meeting ID: 268 369 561 408 Passcode: TjCEHF
• SESSION 2: Thursday, March 9th from 9:00-10:00am Meeting ID: 287 567 332 915 Passcode: VHfWpE
• SESSION 3: Monday, March 13th from 2:00-3:00pm Meeting ID: 226 789 292 681 Passcode: dHA4YS
• SESSION 4: Thursday, March 15th from 10:30-11:30am Meeting ID: 264 467 645 875 Passcode: ShMoQT

Please feel free to reach out to Sean Martin (martins@uwgb.edu) or Bridget Oliver (oliverb@uwgb.edu) with any questions you may have regarding the demo sessions.